WBI Investments’s Wendy's WEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-115,965
| Closed | -$2.58M | – | 205 |
|
|
2019
Q4 | $2.58M | Buy |
115,965
+103,334
| +818% | +$2.3M | 0.28% | 78 |
|
|
2019
Q3 | $252K | Sell |
12,631
-19,281
| -60% | -$385K | 0.02% | 199 |
|
|
2019
Q2 | $624K | Sell |
31,912
-26,924
| -46% | -$526K | 0.05% | 176 |
|
|
2019
Q1 | $1.05M | Buy |
+58,836
| New | +$1.05M | 0.08% | 170 |
|